WCEP MANAGEMENT LLC
Firm details
- Headquarters
- SAN CARLOS, California
- CRD number
- 316664
- Registered since
- November 15, 2021
Firm profile
FINTRXOverview
Wcep Management LLC is an LLC that registered with the SEC in 2021 and is owned by an individual. The firm functions primarily as an adviser/sponsor and general partner, serving as a managing member of pooled investment vehicles rather than operating as a traditional cash-advisory RIA. It does not identify as an active ESG investor, is not designated a multi-state adviser, and is not set up as a capital allocator or pension consultant in the provided data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Alexander Lazovsky
Co-FounderCRD 7048150
Anton Baranchuk
Co-Founder and Managing PartnerCRD 7435813
Sergey Yushin
Co-Founder and Managing PartnerCRD 7435809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN CARLOS, CA
SAN MATEO
Location
SAN CARLOS, CA
Headquartered in SAN CARLOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 703 Crestview Dr
- Time zone
- PT (UTC-8)
- Office locations
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